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UPLD

Upland Software Inc

Nov 04 • 04:00PM ET

1.91

-0.14 -6.83 %

Technology • Software - Application • USA • NASD

Peers: CRM NOW HUBS TEAM WDAY ADBE ORCL MSFT SAP BOX

| Held by: VTI VXF IWC PRFZ DFSU DCOR AVSC

Scroll to Statements

Index	-	P/E	-	EPS (ttm)	-1.77	Insider Own	28.63%	Shs Outstand	28.71M	Perf Week	-10.33%
Market Cap	54.95M	Forward P/E	2.82	EPS next Y	0.68	Insider Trans	-0.17%	Shs Float	20.53M	Perf Month	-21.40%
Enterprise Value	398.10M	PEG	-	EPS next Q	0.17	Inst Own	50.18%	Short Float	2.12%	Perf Quarter	-4.50%
Income	-49.76M	P/S	0.22	EPS this Y	-41.34%	Inst Trans	-2.83%	Short Ratio	1.18	Perf Half Y	-18.38%
Sales	251.76M	P/B	-	EPS next Y	-5.46%	ROA	-7.45%	Short Interest	0.44M	Perf YTD	-55.99%
Book/sh	-1.48	P/C	1.32	EPS next 5Y	-	ROE	-208.78%	52W High	5.64 -66.13%	Perf Year	-11.57%
Cash/sh	1.45	P/FCF	2.31	EPS past 3/5Y	-30.37% -16.74%	ROIC	-14.71%	52W Low	1.69 13.02%	Perf 3Y	-75.51%
Dividend Est.	-	EV/EBITDA	9.27	Sales past 3/5Y	-3.10% 4.30%	Gross Margin	56.80%	Volatility	5.49% 6.65%	Perf 5Y	-95.43%
Dividend TTM	-	EV/Sales	1.58	EPS Y/Y TTM	62.51%	Oper. Margin	-0.90%	ATR (14)	0.14	Perf 10Y	-76.48%
Dividend Ex-Date	-	Quick Ratio	0.86	Sales Y/Y TTM	-12.09%	Profit Margin	-19.76%	RSI (14)	30.80	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.86	EPS Q/Q	-8.25%	SMA20	-14.48%	Beta	1.19	Target Price	4.33
Payout	-	Debt/Eq	-	Sales Q/Q	-23.01%	SMA50	-20.61%	Rel Volume	0.28	Prev Close	2.05
Employees	998	LT Debt/Eq	-	Earnings	Nov 06 BMO	SMA200	-26.63%	Avg Volume	369.27K	Price	1.91
IPO	Nov 06, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	-18.17% 0.31%	Trades		Volume	105,502	Change	-6.83%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-21-25	Upgrade	Needham	Hold → Buy	$4.50
Aug-01-25	Upgrade	Craig Hallum	Hold → Buy	$3.50
Nov-10-23	Downgrade	ROTH MKM	Neutral → Sell	$3.50
Feb-24-23	Downgrade	Truist	Buy → Hold	$11 → $9
Feb-24-23	Downgrade	ROTH MKM	Buy → Neutral	$8
Feb-24-23	Downgrade	Needham	Buy → Hold
Jan-17-23	Downgrade	Raymond James	Outperform → Mkt Perform
Nov-22-22	Initiated	Credit Suisse	Neutral	$8
Nov-04-21	Downgrade	Jefferies	Buy → Hold	$50 → $30
Nov-04-21	Downgrade	Craig Hallum	Buy → Hold	$64 → $32
Mar-29-21	Resumed	Credit Suisse	Outperform	$58
Jan-15-21	Resumed	Credit Suisse	Outperform
Nov-06-19	Initiated	Credit Suisse	Outperform	$48
Jun-24-19	Reiterated	Needham	Buy	$50 → $53
May-31-19	Initiated	Jefferies	Buy
Mar-08-19	Reiterated	Needham	Buy	$40 → $45
Aug-09-18	Upgrade	ROTH Capital	Neutral → Buy
Aug-09-18	Reiterated	Needham	Buy	$37 → $40
Jun-29-18	Reiterated	Needham	Buy	$34 → $37
Jul-14-17	Downgrade	ROTH Capital	Buy → Neutral

Show Previous Ratings

Nov-04-25 10:15PM	Upland Software Earnings: What To Look For From UPLD (StockStory) -6.83%
Oct-23-25 01:40PM	Upland Software to Release Third Quarter 2025 Financial Results on November 6, 2025 (Business Wire)
Oct-21-25 12:35AM	1 Cash-Producing Stock to Keep an Eye On and 2 We Avoid (StockStory)
Oct-14-25 12:37AM	3 Unprofitable Stocks with Questionable Fundamentals (StockStory)
Oct-10-25 03:31PM	Upland Software, Health Catalyst, SoundHound AI, BILL, and DigitalOcean Stocks Trade Down, What You Need To Know (StockStory) -6.10%
03:40PM	Loading…
Sep-23-25 03:40PM	Upland Software, Shopify, Domo, Five9, and GoDaddy Stocks Trade Down, What You Need To Know (StockStory)
Sep-15-25 12:32AM	3 Volatile Stocks with Open Questions (StockStory)
Sep-09-25 11:00AM	Upland Software Earns 49 Badges in G2's Fall 2025 Market Reports (Business Wire)
Sep-03-25 12:36AM	3 Small-Cap Stocks We Steer Clear Of (StockStory)
Aug-27-25 12:31PM	Upland Software (UPLD) Stock Trades Up, Here Is Why (StockStory)
Aug-25-25 12:01PM	Upland Software (UPLD) Stock Trades Up, Here Is Why (StockStory)
Aug-20-25 12:02AM	3 Reasons UPLD is Risky and 1 Stock to Buy Instead (StockStory) +10.08%
Aug-18-25 04:35PM	Upland Software (UPLD) Shares Skyrocket, What You Need To Know (StockStory) +20.65% +16.22%
Aug-15-25 12:37AM	3 Value Stocks We Keep Off Our Radar (StockStory)
Aug-14-25 09:05AM	Upland RightAnswers is Now Available in AWS Marketplace (Business Wire)
11:03PM	Loading…
Aug-12-25 11:03PM	Upland's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
10:57PM	UPLD Q2 Deep Dive: AI-Driven Strategy and Portfolio Streamlining Reshape Growth Outlook (StockStory)
Aug-07-25 12:32AM	3 Stocks Under $10 Walking a Fine Line (StockStory) -6.00%
Aug-05-25 09:05AM	Upland BA Insight to Showcase Generative AI Innovation and Thought Leadership at ILTACON 2025 (Business Wire)
Aug-01-25 03:31AM	Upland Software Inc (UPLD) Q2 2025 Earnings Call Highlights: Strong Organic Growth and ... (GuruFocus.com) +9.76%
Jul-31-25 11:40PM	Upland Software's BA Insight Platform Now Available on AWS Marketplace to Streamline AI Agent Development (Insider Monkey)
10:31AM	Upland (NASDAQ:UPLD) Reports Q2 In Line With Expectations But Quarterly Revenue Guidance Slightly Misses Expectations (StockStory)
09:13AM	Upland Software: Q2 Earnings Snapshot (Associated Press Finance)
09:00AM	Upland Software Reports Second Quarter 2025 Financial Results (Business Wire)
Jul-30-25 10:06AM	Upland Software Inc (UPLD) Q2 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com) -16.00%
Jul-29-25 11:19PM	What To Expect From Upland's (UPLD) Q2 Earnings (StockStory)
Jul-28-25 12:01PM	Why Upland (UPLD) Stock Is Up Today (StockStory) +33.16%
09:00AM	Upland Software Announces the Successful Completion of Debt Refinancing (Business Wire)
Jul-25-25 08:35AM	Upland Software to Release Second Quarter 2025 Financial Results on July 31, 2025 (Business Wire)
Jul-24-25 09:05AM	Upland BA Insight is Now Available in the New AWS Marketplace AI Agents and Tools Category (Business Wire)
12:32AM	Loading…
Jul-07-25 12:32AM	1 Cash-Producing Stock Worth Your Attention and 2 to Think Twice About (StockStory) -6.34%
Jun-30-25 08:55AM	Upland's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory) +10.80%
Jun-25-25 11:36PM	A Look Back at Sales And Marketing Software Stocks' Q1 Earnings: Upland (NASDAQ:UPLD) Vs The Rest Of The Pack (StockStory)
09:05AM	Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports (Business Wire)
Jun-16-25 04:28PM	Upland, EVgo, SoundHound AI, Xerox, and Monolithic Power Systems Shares Skyrocket, What You Need To Know (StockStory) +6.36%
02:59PM	Here is What You Need to Know Before Investing in Upland Software, Inc. (UPLD) (Insider Monkey)
Jun-04-25 09:45AM	UPLD Q1 Earnings Call: Revenue Miss and Margin Expansion Amid Portfolio Reshaping (StockStory)
May-26-25 12:38AM	2 Unprofitable Stocks to Keep an Eye On and 1 to Approach with Caution (StockStory)
May-21-25 12:00AM	3 Reasons to Avoid UPLD and 1 Stock to Buy Instead (StockStory) -7.75%
May-13-25 03:15AM	Q1 2025 Upland Software Inc Earnings Call (Thomson Reuters StreetEvents)
03:06AM	Upland Software Inc (UPLD) Q1 2025 Earnings Call Highlights: Surpassing Expectations with ... (GuruFocus.com)
May-12-25 09:13AM	Upland Software: Q1 Earnings Snapshot (Associated Press Finance) +19.83%
09:05AM	Upland Software Reports First Quarter 2025 Financial Results (Business Wire)
May-09-25 04:32PM	Upland Software to Release First Quarter 2025 Financial Results on May 12, 2025 (Business Wire)
May-07-25 12:30AM	3 Stocks Under $10 That Concern Us (StockStory)
Apr-25-25 05:09AM	3 Reasons UPLD is Risky and 1 Stock to Buy Instead (StockStory)
Apr-19-25 03:45PM	Is Upland Software (UPLD) the Ridiculously Cheap Stock to Invest in? (Insider Monkey)
Apr-14-25 05:03AM	Sales And Marketing Software Stocks Q4 In Review: Upland (NASDAQ:UPLD) Vs Peers (StockStory)
Apr-02-25 05:50PM	Upland Software (UPLD) Stock Dips While Market Gains: Key Facts (Zacks) -12.20%
Mar-25-25 09:05AM	Upland Software Earns 75+ Badges in G2's Spring 2025 Market Reports (Business Wire)
Mar-21-25 05:50PM	Why Upland Software (UPLD) Outpaced the Stock Market Today (Zacks)
Mar-17-25 06:00PM	Why Upland Software (UPLD) Outpaced the Stock Market Today (Zacks) +5.40%
Mar-13-25 03:07AM	Upland Software Inc (UPLD) Q4 2024 Earnings Call Highlights: Strong Recurring Revenue and ... (GuruFocus.com)
02:55AM	Q4 2024 Upland Software Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-12-25 11:00AM	Compared to Estimates, Upland Software (UPLD) Q4 Earnings: A Look at Key Metrics (Zacks) +8.39%
10:35AM	Upland Software (UPLD) Q4 Earnings Top Estimates (Zacks)
09:38AM	Upland Software: Q4 Earnings Snapshot (Associated Press Finance)
09:15AM	Upland (NASDAQ:UPLD) Reports Q4 In Line With Expectations But Stock Drops (StockStory)
09:05AM	Upland Software Reports Fourth Quarter 2024 Financial Results (Business Wire)
Mar-11-25 09:03AM	3 Software Stocks Walking a Fine Line (StockStory) +6.32%
Mar-10-25 01:11PM	Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025 (Business Wire)
Mar-07-25 05:50PM	Upland Software (UPLD) Stock Sinks As Market Gains: What You Should Know (Zacks)
09:00AM	Here is What to Know Beyond Why Upland Software, Inc. (UPLD) is a Trending Stock (Zacks)
Mar-03-25 04:01AM	Upland (UPLD): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
Feb-22-25 01:56PM	Upland Software, Inc. (UPLD) Launches AI-Powered Sidekick to Enhance Contact Center Operations (Insider Monkey)
Feb-19-25 06:00PM	Upland Software (UPLD) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
09:05AM	Upland Panviva Launches Sidekick, An AI-Powered Agent Assistant (Business Wire)
Feb-11-25 05:50PM	Upland Software (UPLD) Stock Dips While Market Gains: Key Facts (Zacks)
10:51AM	Upland Adestra Audiences Unlocks Data Discovery and Precise Targeting Capabilities for Marketers (Business Wire)
09:00AM	Is Trending Stock Upland Software, Inc. (UPLD) a Buy Now? (Zacks)
Feb-04-25 05:50PM	Upland Software (UPLD) Rises But Trails Market: What Investors Should Know (Zacks)
Jan-31-25 09:00AM	Upland Software, Inc. (UPLD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jan-29-25 05:50PM	Here's Why Upland Software (UPLD) Fell More Than Broader Market (Zacks)
Jan-20-25 09:00AM	Upland Software, Inc. (UPLD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Jan-16-25 06:00PM	Upland Software (UPLD) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jan-08-25 05:50PM	Why Upland Software (UPLD) Outpaced the Stock Market Today (Zacks) -8.24%
Jan-07-25 09:00AM	Investors Heavily Search Upland Software, Inc. (UPLD): Here is What You Need to Know (Zacks)
Dec-27-24 09:00AM	Here is What to Know Beyond Why Upland Software, Inc. (UPLD) is a Trending Stock (Zacks)
Dec-20-24 08:50AM	Why Fast-paced Mover Upland Software (UPLD) Is a Great Choice for Value Investors (Zacks) -5.46%
Dec-17-24 09:05AM	Upland Software Earns 75+ Badges in G2s Winter 2025 Market Reports (Business Wire) +11.97%
Dec-16-24 09:00AM	Upland Software, Inc. (UPLD) is Attracting Investor Attention: Here is What You Should Know (Zacks) +9.47%
03:32AM	A Look Back at Sales And Marketing Software Stocks Q3 Earnings: Upland (NASDAQ:UPLD) Vs The Rest Of The Pack (StockStory)
Dec-07-24 02:06AM	Upland Software, Inc. (UPLD) Enhances Sales Optimization with AI-Powered Altify MaxAI for Account Planning and Deal Management (Insider Monkey)
Dec-04-24 10:32AM	Upland Altify Delivers AI-Powered Sales Productivity Solutions for Smarter Account Planning and Deal Management (Business Wire) -8.47%
08:50AM	Despite Fast-paced Momentum, Upland Software (UPLD) Is Still a Bargain Stock (Zacks)
Dec-03-24 09:00AM	Upland Software, Inc. (UPLD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks) +14.10%
Nov-28-24 02:12AM	How Upland Software (UPLD) Is Enhancing Its Cloud-Based Solutions with AI and Expanding Client Base? (Insider Monkey)
Nov-22-24 09:00AM	Investors Heavily Search Upland Software, Inc. (UPLD): Here is What You Need to Know (Zacks)
Nov-13-24 09:05AM	Upland InterFAX Expands Partnership with Konica Minolta to Empower Cloud Faxing Across Multi-Channel Customer Base (Business Wire)
Nov-11-24 09:00AM	Here is What to Know Beyond Why Upland Software, Inc. (UPLD) is a Trending Stock (Zacks) +5.61%
Nov-08-24 04:31PM	Why Are Upland (UPLD) Shares Soaring Today (StockStory) +15.92%
02:01PM	Upland Software Inc (UPLD) Q3 2024 Earnings Call Highlights: Navigating Revenue Declines with ... (GuruFocus.com)
Nov-07-24 05:40PM	Upland Software (UPLD) Beats Q3 Earnings Estimates (Zacks)
04:36PM	Upland Software: Q3 Earnings Snapshot (Associated Press Finance)
04:11PM	Upland (NASDAQ:UPLD) Reports Q3 In Line With Expectations, Provides Encouraging Quarterly Guidance (StockStory)
04:01PM	Upland Software Reports Third Quarter 2024 Financial Results (Business Wire)
Nov-06-24 07:54AM	Upland Software Inc (UPLD) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
02:13AM	Upland (UPLD) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Nov-01-24 05:50PM	Upland Software (UPLD) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Oct-28-24 09:00AM	Is Trending Stock Upland Software, Inc. (UPLD) a Buy Now? (Zacks)

Upland Software, Inc. engages in providing cloud-based software applications. Its products include AccuRoute, Adestra, Altify, BA Insight, Cimpl, ComSci, Eclipse PPM, FileBound, InGenius, Intelligent Capture, InterFAX, Kapost, Localytics, Mobile Commons, Objectif Lune, Panviva, PostUp, PowerStreering, PSA, Qvidian, Rant and Rave, RightAnswers, RO Innovation, Second Street, Ultriva, and Waterfall. The company was founded by John T. McDonald in July 2010 and is headquartered in Austin, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MCDONALD JOHN T	CEO	Sep 11 '25	Sale	2.36	14,438	34,064	2,452,125	Sep 11 05:50 PM
MCDONALD JOHN T	Officer	Sep 10 '25	Proposed Sale	2.31	15,000	34,650		Sep 10 11:49 AM
Mattox Timothy	Director	Mar 17 '25	Sale	3.19	20,000	63,862	394,008	Mar 17 05:26 PM
TIMOTHY WILLIAM MATTOX	Director	Mar 17 '25	Proposed Sale	3.19	20,000	63,862		Mar 17 04:19 PM
Mattox Timothy	Director	Dec 17 '24	Sale	4.56	2,768	12,612	414,008	Dec 17 05:21 PM
TIMOTHY WILLIAM MATTOX	Director	Dec 17 '24	Proposed Sale	4.56	2,768	12,612		Dec 17 04:06 PM
MCDONALD JOHN T	CEO	Dec 10 '24	Option Exercise	0.00	187,500	0	2,355,407	Dec 10 05:49 PM
MCDONALD JOHN T	CEO	Dec 09 '24	Option Exercise	0.00	125,000	0	2,217,095	Dec 10 05:49 PM
MCDONALD JOHN T	CEO	Dec 06 '24	Option Exercise	0.00	187,500	0	2,165,876	Dec 10 05:49 PM
MCDONALD JOHN T	CEO	Dec 05 '24	Option Exercise	0.00	62,500	0	2,002,970	Dec 05 06:36 PM
MCDONALD JOHN T	CEO	Dec 04 '24	Option Exercise	0.00	31,250	0	1,952,767	Dec 05 06:36 PM
MCDONALD JOHN T	CEO	Dec 03 '24	Option Exercise	0.00	156,250	0	1,983,001	Dec 05 06:36 PM
Mattox Timothy	Director	Nov 14 '24	Sale	2.50	18,000	45,061	416,776	Nov 15 04:18 PM
Mattox Timothy	Director	Nov 13 '24	Sale	2.64	2,000	5,272	434,776	Nov 15 04:18 PM
Mattox Timothy	Director	Nov 13 '24	Proposed Sale	2.79	20,000	55,900		Nov 13 06:31 PM

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UPLD

Upland Software Inc

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